Connect HubSpot
How an admin connects HubSpot, what Zime reads and writes, how often it syncs, and what to check when something looks wrong.
Connecting HubSpot lets Zime match calls to your deals, companies and contacts and write call summaries and insights back to them. A Zime admin connects it once from the CRM tab, and the connection covers the whole company. This page covers who should connect, what Zime reads and writes, and what to check if something looks wrong.
Before you connect
You need a Zime admin and a HubSpot user who can approve the connection.
Zime acts with the permissions of the HubSpot user who approves, so it can read and update only what that user can. Pick a user who can see and edit the deals, contacts and companies you want Zime to work with. Your workspace is set up with one CRM, and the CRM Integration card shows only that one.
Approve with an account whose access you are comfortable giving Zime, and whose access matches what your team should see in Zime.
Connect HubSpot
Connecting takes one click in Zime and one approval screen in HubSpot.
Only workspace admins can connect or disconnect a CRM. Everyone else sees the card greyed out, with a note that it is managed by their workspace admin.
Open the CRM tab
Sign in to Zime as an admin, open Admin, then the CRM tab.
Start the connection
Click Connect Hubspot. Zime sends you to the HubSpot sign-in page.
Approve access
Sign in with the HubSpot user you chose and approve the permissions Zime asks for.
Check the status
Back in Zime, the card shows HubSpot as connected and the button changes to Disconnect.
What Zime reads from HubSpot
Zime keeps a copy of the HubSpot records it needs and updates it every day.
Zime syncs once a day and picks up the records that changed since the last sync, so a change you make in HubSpot shows up in Zime after the next sync. After you connect, your Zime team sets which pipelines, stages and fields Zime uses for your company.
| HubSpot data | What Zime uses it for |
|---|---|
Deals | Matching calls to deals, Pipeline Review, deal pages and Ask Zime answers about your deals. |
Companies and contacts | Matching the people on a call to the right company and contact. |
Leads | Zime also syncs your leads. |
Owners | Showing who owns each deal. |
Emails logged on your records | Email analysis. See Email analysis for how it works. |
Calls logged in HubSpot | Zime can bring these in as calls. Your Zime team turns this on for your company. |
What Zime writes to HubSpot
After a recorded call, Zime can write the summary and insights to the matched deal as a note.
Which fields Zime fills, how each field is written, and whether updates go out automatically or when a rep clicks Update in CRM are set by your Zime team on request. CRM integration and automation covers this in full. How Zime maps calls to deals explains how a call is matched to a deal.
Calls logged in HubSpot use the same HubSpot connection. There is no second sign-in.
Questions
Getting started
4 answersWho can connect HubSpot?
A workspace admin, from the CRM tab in Admin. The HubSpot user who approves the connection decides what Zime can see.
Which permissions does Zime ask for?
Zime gets the permissions it requests when you approve the connection:
| Area | Access |
|---|---|
Contacts, deals and leads | Read and write. |
Companies and owners | Read. |
Emails, users and lists | Read. |
Field definitions | Read for contacts, companies and deals, and write for contacts. |
Can we try this in a test account first?
The CRM Integration card has no test option. Email support@zime.ai to talk through testing first.
Why are the connect and disconnect buttons greyed out?
Your role is not admin. Ask a workspace admin.
Data and access
5 answersHow often does Zime sync HubSpot?
Once a day. A change you make in HubSpot appears in Zime after the next sync.
Does Zime see everything in our HubSpot?
Zime sees what the HubSpot user who approved the connection can see. To narrow it, approve with a user whose access is narrower.
Can we change which pipelines, stages or fields Zime uses?
Your Zime team sets these for your company. Email support@zime.ai or ask your Zime contact. There is no self-serve screen for them today.
How do we disconnect HubSpot?
An admin clicks Disconnect on the CRM Integration card in Admin, CRM tab. You can also revoke the app inside HubSpot.
Does Zime read the emails in HubSpot?
Zime reads emails that are already logged on your HubSpot records, and uses them for email analysis. It does not connect to anyone's mailbox.
Still need help?
Email support@zime.ai and include the details below.
If you report an issue, include:
- The call or meeting title
- What you expected to see in HubSpot
- What the Connect Hubspot card shows